HB Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Sell |
67,437
-18,378
| -21% | -$2.28M | 0.07% | 159 |
|
|
2025
Q1 | $8.47M | Buy |
85,815
+38,647
| +82% | +$3.81M | 0.07% | 154 |
|
|
2024
Q4 | $5.25M | Buy |
47,168
+1,692
| +4% | +$188K | 0.05% | 160 |
|
|
2024
Q3 | $4.37M | Sell |
45,476
-4,070
| -8% | -$391K | 0.05% | 173 |
|
|
2024
Q2 | $4.92M | Buy |
49,546
+2,466
| +5% | +$245K | 0.06% | 152 |
|
|
2024
Q1 | $5.76M | Sell |
47,080
-810
| -2% | -$99.1K | 0.07% | 139 |
|
|
2023
Q4 | $4.32M | Sell |
47,890
-2,177
| -4% | -$197K | 0.06% | 152 |
|
|
2023
Q3 | $4.06M | Buy |
50,067
+4,135
| +9% | +$335K | 0.07% | 144 |
|
|
2023
Q2 | $4.1M | Sell |
45,932
-7,102
| -13% | -$634K | 0.07% | 142 |
|
|
2023
Q1 | $5.31M | Sell |
53,034
-3,292
| -6% | -$330K | 0.09% | 112 |
|
|
2022
Q4 | $4.89M | Buy |
56,326
+4,625
| +9% | +$402K | 0.09% | 113 |
|
|
2022
Q3 | $4.88M | Buy |
51,701
+6,157
| +14% | +$581K | 0.1% | 96 |
|
|
2022
Q2 | $4.3M | Buy |
45,544
+11,732
| +35% | +$1.11M | 0.09% | 113 |
|
|
2022
Q1 | $4.64M | Buy |
33,812
+3,911
| +13% | +$536K | 0.09% | 116 |
|
|
2021
Q4 | $4.63M | Buy |
+29,901
| New | +$4.63M | 0.09% | 90 |
|